Filed January 31, 2022 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $143,160 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 49 · EIN 20-4751585 | Other Services | $46,273 |
Service code 10 · EIN 06-1190201 | Accounting | $22,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,765 | $44,989-13.8% | $170,442-77.3% | $77,958-50.3% |
| Participation rate | 100.0% | 64.6%+35.4pp | 83.6%+16.4pp | 71.6%+28.4pp |
| Annual return | 17.95% | 19.61%-1.7pp | 205.93%-188.0pp | 20.87%-2.9pp |
| Employer contribution / active EE | $1,460 | $1,466-0.4% | $5,433-73.1% | $2,310-36.8% |
| Participant deferral / active EE | $2,709 | $2,208+22.7% | $4,939-45.2% | $3,537-23.4% |
| Admin fee / account holder | $67 | $69-2.7% | $13,880-99.5% | $97-31.1% |